See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,429 | $58,828-56.8% | $77,999-67.4% | $62,891-59.6% |
| Participation rate | 69.8% | 71.1%-1.2pp | 75.5%-5.7pp | 69.3%+0.5pp |
| Annual return | 3.41% | 17.16%-13.7pp | 425.96%-422.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,349 | $2,686-49.8% | $3,497-61.4% | $3,203-57.9% |
| Admin fee / account holder | $4,287 | $4,393-2.4% | $5,480-21.8% | $4,296-0.2% |